Thomas GrunbeckAug 2, 20212 min4 Ways to Connect with Clients through Automated Touch PointsTrying to stay connected with all your clients in a personalized way, while trying to save time and automate the process, is one of the...
Thomas GrunbeckJul 1, 20213 minHow to Work with Contractors VirtuallyWorking virtually offers many benefits for the contractor, from living where they want, to getting the work done on their schedule....
Thomas GrunbeckJun 1, 20213 minCan Paraplanners Work with Niche Clients? Advisors are told to focus on a niche clientele to help build their client bases. You see advisors specialize in working with tech...